AWM
DMO

Avior Wealth Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Avior Wealth Management’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,269
Closed -$15.1K – 2336
2024
Q2 		$15.1K Sell
1,269
-1,705
-57% -$19.9K ﹤0.01% 1403
2024
Q1 		$34.8K Buy
+2,974
New +$33.8K ﹤0.01% 1370

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avior Wealth Management's DMO Position: Q3 2024 in Review

Avior Wealth Management sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q3 2024, closing a stake of 1,269 shares — an estimated $15.1K sold.

Avior Wealth Management first reported a position in DMO in Q1 2024 and held it in 2 quarters. The position peaked at $34.8K in Q1 2024. 45 funds tracked by Wall St. Rank hold DMO as of Q3 2024.

  • Avior Wealth Management reported no remaining Western Asset Mortgage Opportunity Fund position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1,269 Western Asset Mortgage Opportunity Fund shares in Q3 2024, an estimated $15.1K.
  • Avior Wealth Management first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Western Asset Mortgage Opportunity Fund position peaked at $34.8K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.